As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on ...
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can ...
Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of ...
The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s ...
Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over ...
With a significant generational wealth transfer on the horizon, wealth managers and financial advisers will have to adapt their business ...
Advisers now have a potential market of almost 300,000 high net worth individuals to target, a rise of 4%, according ...
Although the value of high net worth individuals increased globally in 2019, the COVID-19 pandemic is expected to have wiped ...
Consumers of all ages are adopting a “millennial mindset” and established insurers must digitise and draw upon partners to retain ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
